Weave your data to improve client and business outcomes.
Management Information for your firm
Capture and share the big picture of your business. With business metrics at your fingertips such as:
Assets under management
Net Inflows
Business Valuation
Helping you make better business decisions and become more compliant in the process.
Insights that work smarter for advisors
Removes complexity and provides clarity to advisors so they can focus on what matters most, with intuitive tools and ready-to-use insights:
Ensuring client outcomes
Providing confidence in your data
Improving your data quality
Turning raw data into real opportunity, fast. Allowing you to spend less time wrangling data and more time growing your business.
Forecast your firm's future
Model Tomorrow, Today
Visualise your firm’s future and evidence its value with confidence – whether scaling up or preparing for sale, our Revenue Projection Tool shows the medium to long-term impact of:
- Client changes
- Adjustments to fee structures
- Revenue and EBITDA projections
.png "image (1)")